INVESCO EXCHANGE TRADED FD T's ticker is PEY and the CUSIP is 46137V563.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,676,277 | +10.6% | 139,462 | +10.8% | 0.14% | +7.9% |
| Q2 2023 | $2,419,989 | +0.6% | 125,909 | +4.2% | 0.13% | -8.0% |
| Q1 2023 | $2,406,102 | +0.7% | 120,789 | +4.6% | 0.14% | -8.7% |
| Q4 2022 | $2,389,697 | +668.4% | 115,500 | +590.3% | 0.15% | +525.0% |
| Q3 2022 | $311,000 | +6.9% | 16,732 | +18.0% | 0.02% | -7.7% |
| Q2 2022 | $291,000 | -5.8% | 14,182 | +0.3% | 0.03% | +13.0% |
| Q1 2022 | $309,000 | +0.7% | 14,135 | -3.1% | 0.02% | 0.0% |
| Q4 2021 | $307,000 | +25.8% | 14,586 | +18.2% | 0.02% | +15.0% |
| Q3 2021 | $244,000 | -18.7% | 12,338 | -15.1% | 0.02% | +5.3% |
| Q2 2021 | $300,000 | +18.6% | 14,525 | +16.2% | 0.02% | +5.6% |
| Q1 2021 | $253,000 | – | 12,504 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Strategies LLC | 667,170 | $13,290,029 | 3.32% |
| AlphaCore Capital LLC | 579,477 | $11,543,190 | 3.06% |
| Laurel Wealth Planning LLC | 190,636 | $3,797 | 2.52% |
| Provident Wealth Management, LLC | 168,652 | $3,359,548 | 1.72% |
| ICA Group Wealth Management, LLC | 343,558 | $6,843,663 | 1.63% |
| Capital Advisory Group Advisory Services, LLC | 128,168 | $2,553,107 | 1.54% |
| Salomon & Ludwin, LLC | 606,262 | $12,076,730 | 1.44% |
| Investors Research Corp | 237,655 | $4,734,088 | 1.23% |
| Ahrens Investment Partners LLC | 109,989 | $2,190,971 | 1.09% |
| CALTON & ASSOCIATES, INC. | 84,672 | $1,686,662 | 0.78% |